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2,558 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 1,131 increasing their positions, 953 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 76

31% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $1.24B

19% more repeat investments, than reductions

Existing positions increased: 1,131 | Existing positions reduced: 953

6% more capital invested

Capital invested by funds: $147B → $156B (+$9.51B)

6% more funds holding in top 10

Funds holding in top 10: 157166 (+9)

3% more funds holding

Funds holding: 2,4952,558 (+63)

0.65% less ownership

Funds ownership: 78.87%78.22% (-0.65%)

Holders
2,558
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.61%
Holding in Top 10
166
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.73%
% of All Funds
3.35%
New
164
Increased
1,131
Reduced
953
Closed
76
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
1226
Patten Group
Tennessee
$2.28M +$107K +1,362 +5%
CIAS
1227
Capital Investment Advisory Services
North Carolina
$2.28M -$117K -1,490 -5%
CFG
1228
Citizens Financial Group
Rhode Island
$2.28M -$121K -1,550 -5%
KFS
1229
Kurt F. Somerville
$2.28M +$97.3K +1,242 +5%
CIC
1230
Carnegie Investment Counsel
Ohio
$2.26M -$43.4K -554 -2%
FAM
1231
Fred Alger Management
New York
$2.26M -$2.46M -31,440 -52%
GAG
1232
GM Advisory Group
New York
$2.25M +$53.1K +678 +2%
1IA
1233
1834 Investment Advisors
Wisconsin
$2.23M -$29.8K -380 -1%
KWMG
1234
King Wealth Management Group
Florida
$2.22M +$270K +3,448 +14%
VFA
1235
Valeo Financial Advisors
Indiana
$2.22M +$461K +5,891 +27%
RM
1236
Resource Management
Louisiana
$2.22M +$77.9K +995 +4%
MPM
1237
Meritage Portfolio Management
Kansas
$2.21M -$237K -3,023 -10%
SCM
1238
Soleus Capital Management
Connecticut
$2.21M +$2.18M +27,855 New
WG
1239
Welch Group
Alabama
$2.2M -$124K -1,578 -5%
FDS
1240
First Dallas Securities
Texas
$2.19M +$2.17M +27,651 New
NO
1241
Ninety One
South Africa
$2.19M -$32K -408 -1%
MCM
1242
Mitchell Capital Management
Kansas
$2.18M -$40.8K -521 -2%
RTC
1243
Riverview Trust Company
Washington
$2.18M -$460K -5,877 -18%
WPW
1244
Waldron Private Wealth
Pennsylvania
$2.18M +$107K +1,362 +5%
PWW
1245
Pettyjohn Wood & White
Virginia
$2.17M -$33.7K -430 -2%
HDIM
1246
Hanson & Doremus Investment Management
Vermont
$2.16M +$38.9K +496 +2%
CAM
1247
Cubic Asset Management
Massachusetts
$2.16M -$75.7K -966 -3%
BDF
1248
Balasa Dinverno & Foltz
$2.16M +$331K +4,228 +18%
WEC
1249
Winslow Evans & Crocker
Massachusetts
$2.15M -$58.7K -750 -3%
CFA
1250
Carroll Financial Associates
North Carolina
$2.15M -$11.7K -149 -0.5%

MRK Hedge Fund Activity: Q3 2020 in Review

2,558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2020, worth a combined $156B — up 6.5% from $147B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MRK positions and 76 closed out — a net gain of 88 holders — while 1,131 added to existing stakes and 953 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.84B. The largest seller was Nordea Investment Management, cutting an estimated $750M.

  • 2,558 institutional investors held Merck (MRK) as of Q3 2020, up from 2,495 in Q2 2020.
  • Funds reported $156B of Merck stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 164 funds opened new Merck positions in Q3 2020 and 76 closed out, a net change of +88 holders.
  • The largest Merck buyer in Q3 2020 was Berkshire Hathaway, an estimated $1.84B added.
  • The largest Merck seller in Q3 2020 was Nordea Investment Management, an estimated $750M sold.

Based on aggregated 13F filings for Q3 2020.